SALLY HUGHES CHURCH FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SALLY HUGHES CHURCH FOUNDATION (EIN 77-0344378)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-25
- IRS object ID
- 201642389349100014
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-25T16:27:01-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941541507 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BIANCHIKASAVAN & POPE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 LINCOLN AVENUE SUITE 200 | AddressLine1Txt |
| City | SALINAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770344378 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALLY HUGHES CHURCH FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O ANNE LEACH | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SALL | BusinessNameControlTxt |
| Phone | 8317582401 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 295 MAIN STREET SUITE 600 | AddressLine1Txt |
| City | SALINAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 939013414 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNE LEACH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8317582401 | PhoneNum |
| Signature | 2016-08-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GAIL A DELOREY | PreparerPersonNm |
| PTIN | P00039273 | PTIN |
| Phone | 8317575311 | PhoneNum |
| Preparation | 2016-08-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,739,050 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $409 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $409 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $23,612 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,612 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $223,177 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $223,177 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $223,177 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$120,534 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,327,217 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12,080 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $12,080 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $138,744 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $259,278 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $16,296 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $11,407 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,075 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,826 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,826 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,061 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $60 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22,404 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20,429 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $75,837 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $50,797 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $212,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $212,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $288,337 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $50,797 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $212,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$149,593 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $208,481 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $452,498 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $586,377 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $586,377 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,572,581 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,372,745 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,372,745 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,779,928 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $5,779,928 | LandBOYAmt |
| Land EOY | $5,779,928 | LandEOYAmt |
| Land EOYFMV | $5,779,928 | LandEOYFMVAmt |
| Total Assets BOY | $7,805,007 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,739,050 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,739,050 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $751 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $10,836 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $751 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,836 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,804,256 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,728,214 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,804,256 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,728,214 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,805,007 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,739,050 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,804,256 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$149,593 | ExcessRevenueOverExpensesAmt |
| Other Increases | $73,551 | OtherIncreasesAmt |
| Subtotal | $7,728,214 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,728,214 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| WF #2496 INVESTMENTS | 2015-06-30 | 2015-12-31 | $703,058 | $742,145 | -$39,087 | -$39,087 | |
| WF #2496 INVESTMENTS | 2014-06-30 | 2015-12-31 | $590,395 | $679,432 | -$89,037 | -$89,037 | |
| WF #2496 INVESTMENTS- NONCOVERED | 2011-03-17 | 2015-11-20 | $25,342 | $25,832 | -$490 | -$490 | |
| CAPITAL GAINS DIVIDENDS | $633 | $633 | $633 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$127,981 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $245,417 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,760,308 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.031625 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $321,278 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,090,501 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045311 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $390,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,425,414 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052522 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $462,512 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,994,877 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.066122 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $301,902 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,213,027 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041855 | DistributionYr5Rt |
| Total Distribution | 0.237435 | TotalDistributionRt |
| Average Distribution | 0.047487 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,744,060 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $367,742 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,085 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $369,827 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $212,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,170 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,170 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,170 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,080 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $150 | AppliedToEsTaxAmt |
| Total Payments And Credits | $5,230 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $10 | EsPenaltyAmt |
| Overpayment | $1,050 | OverpaymentAmt |
| Applied To ES Tax | $1,050 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | SALLYCHURCHFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | ANNE LEACH | IndividualWithBooksNm |
| Phone | 8317582401 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 295 MAIN STREET SUITE 600 | AddressLine1Txt |
| City | SALINAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2014 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANNE C LEACH | ||||||||
| 295 MAIN STREET SUITE 600 | SALINAS | CA | 93901 | DIRECTOR, PRESIDENT | 1.00 | $0 | $0 | $0 |
| W B LINDLEY | ||||||||
| 340 EL CAMINO REAL SOUTH 37B | SALINAS | CA | 93901 | DIRECTOR, VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| HARRY WARDWELL | ||||||||
| 301 MAIN STREET | SALINAS | CA | 93901 | DIRECTOR, SECRETARY | 1.00 | $0 | $0 | $0 |
| ROSS MERRILL | ||||||||
| PO BOX 659 | SALINAS | CA | 93902 | DIRECTOR, TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,517,624 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $535,349 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,809,017 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,861,990 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,861,990 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $117,930 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,744,060 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $387,203 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $387,203 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,170 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,170 | TotalTaxAmt |
| Distributable Before Adj | $383,033 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $383,033 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $383,033 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $212,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $212,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $212,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $383,033 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $251,620 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $212,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $212,500 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $39,120 | Taxable2Amt |
| Undistributed Income CY | $383,033 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ANNE LEACH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 295 MAIN STREET SUITE 600 | AddressLine1Txt |
| City | SALINAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8317582401 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORM REQUIRED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE SALLY HUGHES CHURCH FOUNDATION IS GENERALLY INTERESTED IN ASSISTING NON-PROFIT ORGANIZATIONS WITH 501(C)(3) STATUS THAT HAVE PROGRAMS THAT WILL ACHIEVE ALL OR SOME OF THE FOLLOWING OBJECTIVES: PROVIDE ACTIVITIES AND PROGRAMS FOR YOUTH THAT WILL HELP THEM DEVELOP INDIVIDUAL SELF RELIANCE AND GOOD HEALTH. ASSIST YOUTH TO DEVELOP SKILLS AND ATTITUDES TO PREVENT VIOLENT BEHAVIOR. ENRICH THE QUALITY OF LIFE OF YOUTH THROUGH CULTURAL ACTIVITIES. TEACH PARENTS THE VALUE OF APPLYING QUALITY PARENTING SKILLS AND CREATING A NURTURING ENVIRONMENT. IMPROVE THE WELL BEING OF YOUTH. STRENGTHEN THE FAMILY UNIT. PREVENT OR ALLEVIATE CONDITIONS OF YOUTH DEPRIVATION, DISABILITY, VIOLENCE, AND ABUSE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUBS OF MO CO | |||||||
| 85 MARYAL DRIVE | SALINAS | CA | 93906 | N/A | PUBLIC | GENERAL | $20,000 |
| FIRST TEE | |||||||
| 1551 BEACON HILL DRIVE | SALINAS | CA | 93905 | N/A | PUBLIC | GENERAL | $10,000 |
| FOUNDATION OF MONTEREY COUNTY FREE LIBRARIES | |||||||
| 450 LINCOLN AVE SUITE 203 | SALINAS | CA | 93901 | N/A | PUBLIC | GENERAL | $5,000 |
| GIRLS INC | |||||||
| 369 MAIN ST M | SALINAS | CA | 93901 | N/A | PUBLIC | GENERAL | $10,000 |
| HARTNELL COLLEGE FOUNDATION | |||||||
| 156 HOMESTEAD AVENUE | SALINAS | CA | 93901 | N/A | PUBLIC | ATHLETIC/WESTERN STAGE | $20,000 |
| MONTEREY COUNTY AGRICULTURAL EDUCATION | |||||||
| PO BOX 7461 | SPRECKELS | CA | 93962 | N/A | PUBLIC | GENERAL | $20,000 |
| NOTRE DAME HIGH SCHOOL TRANSFORMATION | |||||||
| 455 PALMA DRIVE | SALINAS | CA | 93901 | N/A | PUBLIC | GENERAL | $20,000 |
| PUBLIC RECREATION UNLIMITED | |||||||
| PO BOX 2562 | SALINAS | CA | 93902 | N/A | PUBLIC | GENERAL | $45,000 |
| SALINAS VALLEY MEMORIAL HOSPITAL FOUNDATION | |||||||
| PO BOX 4760 | SALINAS | CA | 93912 | N/A | PUBLIC | NICU DEPT | $20,000 |
| SUN STREET CENTERS | |||||||
| 11 PEACH DR | SALINAS | CA | 93901 | N/A | PUBLIC | GENERAL | $22,500 |
| YOUTH ORCHESTRA SALINAS | |||||||
| 820 PARK ROW 672 | SALINAS | CA | 93901 | N/A | PUBLIC | GENERAL | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $212,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $409 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,612 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $223,177 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $12,080 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | -$120,534 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $138,744 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $138,744 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $7,250 | Amt |
| Net Investment Income | $5,075 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| MILLBURN K-1 SHORT GAIN | PURCHASED | $3,556 | $0 | $3,556 |
| FUTURES FD K-1 SHORT | PURCHASED | $4,233 | $0 | $4,233 |
| FUTURES FD K-1 LONG | PURCHASED | $0 | -$342 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BRUCE CHURCH HEIRS | $4,038 | $4,038 |
| VEGETABLE GROWERS SUPPLY | $25,051 | $25,051 |
| WELLS FARGO ACCT#0885 | $361,645 | $361,645 |
| WELLS FARGO ACCT#2496 | $982,011 | $982,011 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $16,296 | LegalFeesAmt |
| Net Investment Income | $11,407 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $1,975 | $0 | $0 |
| FUTURES PORTFOLIO K1 LOSS & DEDUCTIONS | $11,597 | $11,597 | $0 |
| MILLBURN K1 LOSS & DEDUCTIONS | $8,832 | $8,832 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MILLBURN K-1 | Desc |
| Revenue And Expenses Per Books | $12,080 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $12,080 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12,080 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN (LOSS)- CHANGES | Desc |
| Amt | $73,551 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX PAYABLE | Desc |
| BOY Book Value | $751 | BOYBookValueAmt |
| EOY Book Value | $10,836 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $13,826 | Amt |
| Net Investment Income | $13,826 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $15,916 | $0 | $0 |
| FOREIGN TAXES | $60 | $60 | $0 |
| RRF-1 FEE | $75 | $0 | $0 |
| FTB | $10 | $0 | $0 |
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